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Stop Copy-Pasting Order Data into Your CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin integrating Shopify with Zoho CRM, first, access Pabbly Connect. If you’re an existing user, navigate to your workflow builder. For new users, visit pabbly.com/connect and sign up for a free trial.

Once logged in, you can explore various automation features. You can use a discount coupon code “RITYT” for additional savings on your subscription if you find Pabbly Connect beneficial for your needs.

2. Setting Up Shopify Trigger in Pabbly Connect

Next, you will set up a trigger in Pabbly Connect to capture new orders from Shopify. Click on the “Add Trigger” button and select Shopify V2 as the application. Choose the event “New Order” and click on connect.

Select Shopify V2 for the trigger application.
Choose the event as “New Order”.
Click on “Connect” to receive the webhook URL.

Copy the webhook URL provided by Pabbly Connect. This URL will be used to link your Shopify store with the automation workflow.

3. Configuring Shopify Webhook for Order Creation

After obtaining the webhook URL, open your Shopify store and navigate to the “Settings” section. From there, go to “Notifications” and click on “Webhooks” to create a new webhook.

Select “Order Creation” as the event.
Set the format to JSON.
Paste the copied webhook URL and select the latest API version.

Click on “Save” to finalize the webhook setup. This establishes the connection between Shopify and Pabbly Connect, allowing order data to be sent automatically.

4. Capturing Webhook Response in Pabbly Connect

To capture the webhook response, make a test purchase on your Shopify store. For example, purchase an item like a butterfly necklace and complete the payment process.

Once the order is completed, return to Pabbly Connect to see the webhook response captured. This response will include customer details such as name, email, and phone number.

Using this data, you can now create a new contact in Zoho CRM, ensuring that all order details are logged automatically without manual entry. This automation saves time and reduces errors in data entry.

5. Integrating Zoho CRM with Pabbly Connect

Now that you have captured the order details, the next step is to add a new action step in Pabbly Connect. Search for Zoho CRM and select it as your application. Choose the event “Create Contact” and click on connect.

Connect to Zoho CRM by entering your domain from the Zoho URL.
Map the customer details captured from Shopify to the relevant fields in Zoho CRM.
Click on “Save and Send Test Request” to create the contact.

After successfully creating the contact in Zoho CRM, refresh your contact list to verify that the new details have been added. This integration ensures that your CRM is always updated with the latest customer information from Shopify.

Conclusion

By utilizing Pabbly Connect, you can seamlessly automate the integration between Shopify and Zoho CRM. This process eliminates manual data entry, ensuring that customer details are updated automatically with every new order. Implementing this automation can significantly enhance your workflow efficiency and accuracy.